Articles

By Arthur S. Rothschild I got a call from a client who has a balanced portfolio – half stocks and half bonds, and he knows that interest rates are going to go up at some point. His question was what should he be doing differently? It’s a question I’m hearing a lot lately. The answer requires an understanding of the purpose of each part of your portfolio as well as reasonable expectations. […]

By Joel Dresang Federal authorities have reported a spike in cases of investors losing money through compromised email accounts. A joint alert from the FBI, the Financial Services Information Sharing and Analysis Center and the Internet Crime Complaint Center says criminals attempted to transfer $23 million in total from investor accounts at various financial institutions…

By Joel Dresang Investors riled by the recent stock market selloffs need to be calm and reasoned, Bob Landaas advises. Bob Landaas talked about the latest financial and economic developments in a call-in program on Wisconsin Public Radio, Tuesday, Aug. 9. To listen, please click here and then press the middle button under Kathleen Dunn’s…